Receipts + Payments - Header Total amount not updating

PCsforKids
PCsforKids Member Posts: 34 Reckoner Reckoner
in Reckon One

I am interested to know if the issue is considered a bug or a potential product improvement. It is most problematic with receipts because if a customer is purchasing more than one item then it is easy to tell them the incorrect total amount to pay.

This is the sequence……when entering receipt (or payment) with Use Transaction Total ticked.

Enter item row(s)

The total amount in the header is not updated until you click back in the header area (or Save).

Comments

  • Rav
    Rav Administrator, Reckon Staff Posts: 16,515 Reckon Community Manager Community Manager

    Hi @PCsforKids

    I think I may not be able understanding this correctly just yet but I've tried out receiving a payment in both allocating an existing transaction or new and the totals update dynamically after the line item has been added (prior to saving).

    See example in my screen recording below. Is this the same process you're following?

    R1 Receive.gif

  • PCsforKids
    PCsforKids Member Posts: 34 Reckoner Reckoner

    Yes this is the same sequence. The issue of the Amount total not updating has been observed consistently for weeks. When I tried to replicate at home over the past couple of days it works correctly sometimes - frustrating! Based on my replication attempts at home (which are not pressured by customers) I am thinking there is sometimes a long latency in the Amount total updating.

    I will let you know if I can get consistency of the issue at home where I am able to take screen shots/videos.

  • PCsforKids
    PCsforKids Member Posts: 34 Reckoner Reckoner
    image.png
    image.png

    Hi Rav,

    I am now able to repeatably reproduce this issue. I think this will be enough for a developer to track it down.

    It occurs when the Item is selected from the drop down list either after clicking dropdown arrow or by entering partial and selecting from list that appears. The Amount total will then update only after clicking anywhere in the screen OUTSIDE the active row. eg. it still does not update by clicking in Description on active row but it will update by clicking in one of the other rows.

    The issue does not occur if the whole Item name is typed in.

    Philippa

  • PCsforKids
    PCsforKids Member Posts: 34 Reckoner Reckoner

    Payments is a bit different but I am sure same root cause.

    We usually don't enter item in payment rows, just Account. Issue occurs when selecting Account from drop down AND when typing in whole name.

    Using Items on payment rows exhibits same behaviour as Receipts - typing whole item name is OK, selecting from dropdown delays update of Amount until click outside active row

    image.png

  • Rav
    Rav Administrator, Reckon Staff Posts: 16,515 Reckon Community Manager Community Manager
    edited 3:46AM

    Hi Philippa

    Thanks for clarifying and providing a detailed breakdown 🙌.

    I'll be honest, from what you've described I've always considered that the standard behaviour in Reckon One, in the sense that the balance will update once the full active row has been 'completed' so to speak. In my screen recording example above, I do the same thing in clicking out of the row before adding the next item which then updates the balance.

    Interesting point in regard to adding the full item name though, I noticed the same where entering the full name of the item and then moving to the next field using the TAB key updates the balance to the value of the item price but doesn't add a quantity.

    That's not to say, it can't be improved because I think it most certainly can, particularly from what you've highlighted. Granted though, I'm not a dev so can't speak to this from a technical perspective but happy to have a conversation with the team.

  • PCsforKids
    PCsforKids Member Posts: 34 Reckoner Reckoner

    The fact that it is inconsistent and that you can tab out of the row and the amount total does not update is unreliable. When you have a customer standing there waiting to hear how much to pay, it is very clunky to have to remember to click somewhere to be sure of having the right total. So easy to tell them the wrong amount and then enter the wrong amount in the EFTPOS machine etc and later find you have undercharged.

    And the reason we have started using tab out of currency fields particularly is because of another unpredictable behaviour where the amount entered does not stay in the field and reverts to $0. We have found this happens less often if you tab out of the field rather than click on the next field needing entry.

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